Cambridge Associates

Websitehttps://www.cambridgeassociates.com/en-as/

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Basic Info

Cambridge Associates is a global investment firm. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. With 50 years of institutional investing experience, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates.

Cambridge Associates currently maintains offices in Boston; Arlington, VA; Beijing; Dallas; Hong Kong; London; Munich; New York; San Francisco; Singapore; and Sydney. Cambridge Associates consists of six global investment affiliates that are all under common ownership and control. For more information, please visit www.cambridgeassociates.com.

Why work with us

Founded in 1973, Cambridge Associates is a privately owned and independent global investment firm. Headquartered in Boston, Massachusetts, we build custom portfolios to meet each client's unique needs and goals, all in pursuit of outperformance. Generating outperformance means using active managers to deliver above-market returns, net of fees. Our global team of nearly 300 senior investors, with an average of 18 years of industry experience across all asset classes, is on the ground in almost every financial hub to find those investments that we believe are best suited to deliver results.

We have been in Asia for over 20 years, with offices in Beijing, Hong Kong, and Singapore. Our specialized investment teams in Asia cover private equity, venture capital, secondaries and co-investments, real assets, credit investments, hedge funds, public equities, and sustainable and impact investments. Combining the local expertise of our teams in Asia with our company-wide resources, we seek to help our clients achieve their long-term investment objectives by providing access to compelling global and regional investment opportunities.

Brochure

Video

Company focus

Services

Banking, Finance & Insurance

Financial Services /FinTech

Private equity / venture capital / angel investors

Industries

Art & Design

e-commerce

Financial Services

Food & Beverage

Healthcare

Industrial

Information & Communications Technology

Legal

Media & Entertainment

Real Estate

Retail

Startup

Technology

Tourism

Transportation & Logistics

Projects or Case studies (8)

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The Wilson 5 Foundation

The Wilson 5 Foundation is the family foundation established in 2012 by lululemon athletica Founder Chip Wilson and his wife Summer, along with their five sons. Central to this narrative is the collaboration between The Wilson 5 Foundation and the Cambridge Associates (CA) investment team, a partnership that played a pivotal role in realizing the family’s goal of giving to the BC Parks Foundation. CA worked closely with The Wilson 5 Foundation to craft an investment strategy tailored to its unique mission. By aligning the investment approach with the family’s vision for change, CA established and managed a portfolio aligned with the Foundation's initiatives. The Wilson 5 Foundation spotlight exemplifies how a family’s unique investment objectives can help to accomplish ambitious goals that have lasting positive impact.

Consulting & Professional Services Family Services Financial Services Investment Management

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Building custom portfolios to reflect each family member's distinct impact investing goals

This case tells the story of the Hahn family with four distinct portfolios – including one for their family foundation – each with varying long-term goals, especially as it related to sustainable and impact investing (SII). Given the family’s long history in the manufacturing industry and stature in the business owner community, they were often presented investment deals, but many were not of institutional quality or able to be fully vetted by their small family office (FO) investment team. Further, given the family members’ differing portfolio objectives and interest in SII, it was an ongoing challenge for the FO staff to meet their needs. In this case, you will get to see how the Hahn family’s Cambridge Associates team was able to understand each portfolio owner’s goals, conduct a full Family Enterprise Review to understand the family’s financial ecosystem, and build and execute portfolio decisions in close coordination with family office staff.

Consulting & Professional Services Family Services Financial Services Investment Management

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Building an enduring partnership with entrepreneurs after the sale of their business

This case study outlines the story of the Duncan family, who hired Cambridge Associates after the sale of their family business. Following a major liquidity event, the Duncans sought the advice of their long-time business accountant and trusted friend to help identify an investment firm. They wanted to stay somewhat involved, but ultimately were interested in pursuing personal interests, so needed a firm that would allow them both. In this case, you will learn how we understood the Duncans’ needs, established governance parameters and a distinct portfolio strategy that met their risk/return objectives, and implemented their portfolio through a multi-year, multi-phased approach.

Consulting & Professional Services Family Services Financial Services Investment Management

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Furthering a family's ESG mission in a private investments portfolio

This case outlines the story of the Liu family, who hired Cambridge Associates to develop, implement, and manage a private investments portfolio that aligned with their values. In this case study, you will learn how we understood the Lius’ needs; established governance standards and a distinct portfolio strategy that met their risk and return objectives while adhering to their ESG parameters; and implemented their portfolio through a multi-phased approach.

Consulting & Professional Services Family Services Financial Services Investment Management

Contacts

Fiona Aw

Associate Director, Strategic Marketing